Client Relationship Analyst in insurance managing a mid - complexity client portfolio. Focus on customer service, market studies, and continuous improvement.
About the role
- Billing analyst managing bilingual invoicing at McCarthy Tétrault. Collaborating with national teams and handling client invoices in French and English.
Responsibilities
- Establish effective working relationships with lawyers, paralegals, legal assistants, internal and external clients, and managers.
- Ensure time entries are submitted within prescribed deadlines and follow up with lawyers and paralegals as needed.
- Prepare, print, and review draft invoices in a timely manner and follow up with other stakeholders to make any necessary corrections in accordance with client billing guidelines as well as firm standards and policies.
- Monitor and review work in progress, including following up with lawyers and paralegals to ensure timely billing.
- Monitor billing for matters with special arrangements (contingent fees, billing at closing, phased billing) and inform the regional controller or billing director of the status of these matters.
- Prepare various reports and spreadsheets showing time, billing, accounts receivable, etc., for lawyers or paralegals, and for external clients when applicable.
- Ensure invoices and supporting documentation are delivered to clients effectively by mail, email, or upload to e-billing portals.
- Communicate with the Finance Department to verify that client codes and contractual terms are up to date and to ensure compliance with procedures.
- Liaise with the e-billing team in case of failed invoice transmissions.
- Complete online status reports and budgets in certain clients’ e-billing systems in collaboration with lawyers and legal assistants.
- Manage follow-up for certain clients or matters subject to special fee arrangements.
- Verify that preferred rates and discounts are applied to each relevant invoice.
- Monitor thresholds and other billing milestones and inform the responsible lawyer of billing status.
- Submit reports and ensure compliance with special arrangements.
- Act as intermediary between lawyers/legal assistants and the finance services, providing assistance on accounting or financial questions to ensure client needs are met.
- Conduct initial collections calls with external clients.
- Report any billing concerns or issues to the lawyer responsible for billing for direction.
- Cancel and reissue invoices when necessary or create credit notes in accordance with firm policies.
- Escalate difficult collection cases to the Collections Department.
- Obtain additional information regarding special arrangements and/or information required to set up e-billing matters, and assist the e-billing team to ensure matters are established promptly.
- Coordinate with the billing team to manage requests sent to the team inbox and support the team with workload during peak production periods and absences.
- Maintain accurate, up-to-date records of all approvals and instructions in accordance with firm standards and policies by uploading required documentation into the appropriate databases.
Requirements
- Bilingualism (French and English) required
- Post-secondary studies in accounting required or equivalent work experience
- Minimum 3 years of relevant experience, including customer service, billing, collections, or accounts receivable, preferably in a professional services firm
- Good knowledge of Aderant Expert or a comparable accounting system (an asset)
- Strong time-management skills, ability to handle multiple tasks and work under pressure to meet deadlines
- Analytical and problem-solving abilities
- Very strong attention to detail and organizational skills
- Knowledge of business and legal terminology
- Ability to exercise tact and diplomacy in interactions with internal and external clients
- Flexibility to work overtime during peak billing periods
- High discretion and strong respect for confidentiality.
Benefits
- Outstanding benefits from day one, including firm-paid group insurance coverage
- Wellness program
- Technology expense allowance
- Competitive compensation
- Overtime pay
- Generous time off, including one volunteer day and one day off for your birthday
- Opportunities for growth and professional development at all levels
- Frequent opportunities to get involved in the community
- Commitment to equity, diversity, and inclusion
- Collaborative, team-oriented culture
Job title
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